Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,350 | $65,423+444.7% | $98,477+261.9% | $85,856+315.1% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.6pp | 69.3%+13.6pp |
| Annual return | 13.70% | 21.76%-8.1pp | 1493.59%-1479.9pp | 318.58%-304.9pp |
| Employer contribution / active EE | $13,836 | $2,168+538.1% | $2,961+367.3% | $2,565+439.4% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $37,188 | $4,594+709.6% | $5,951+524.9% | $6,261+494.0% |